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Remote Financial Planner — Client & Retention
Remote / Online - Candidates ideally in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-07
Birmingham, West Midlands, B1, England, UK
Listing for:
TrinityBridge
Remote/Work from Home
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Trinity Bridge is looking for a dedicated advisor in England to build and manage client relationships effectively. Responsibilities include servicing an existing client base and acquiring new clients while ensuring compliance with financial regulations. Candidates should possess a Diploma or equivalent Level 4 and ideally be working towards Chartered status. The role requires a strong ability to deliver holistic financial planning and meet regulatory standards while achieving key performance indicators.
We value diversity and provide equality of opportunity.
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